The Wheeler Associates Advantage

Designing A Plan To Help Achieve Your Financial Goals
We focus on designing a plan that can streamline your responsibilities, maximize benefits available, and promote personal financial wellness.

Financial Plan Design

  • Current investment analysis
  • Goal/objective implementation—what do you want to do now, and in retirement?
  • Establish “buckets” to achieve these goals and create habits so it’s done automatically
  • Retirement income analysis
  • Insurance review
  • Employee benefit consulting—help surrounding open enrollment
  • Annual monitoring and tracking to achieve mutual accountability